Online brokerage firm Bell Direct has developed an application for the Apple Watch, allowing its clients to monitor the performance of their investment portfolios via a timepiece. Apart from giving individuals the ability to check the progress of their investments, the new app includes specific screens allowing clients to identify new market opportunities and receive […]

Despite pervading sentiment domestic shares have had their run and are now too expensive, specialist investment house Dalton Nicol Reid believes good investment opportunities in that market can be found in some specific areas. In particular, the investment firm remained optimistic about growth stocks. “Over the past year a number of higher-quality companies with strong […]

The 2015 federal budget announcements regarding the age pension and the fairness contained in the initiatives have been applauded by respected quarters of the SMSF sector. The SMSF Owners’ Alliance welcomed the fact the age pension had been afforded the appropriate acknowledgement in the budget as one of the cornerstones of Australia’s retirement system, evidenced […]

A well-constructed trust deed could help avoid common disputes involving SMSFs, in particular those involving family members, according to a specialist law firm.

Sector lobbyist the SMSF Owners’ Alliance has refuted opposition treasury spokesman Chris Bowen’s claim in his budget response that the tax incentives on superannuation will equal the cost of the age pension in 2018/19.

Specialist listed investment company (LIC) provider Argo has introduced a new offering to the market, giving investors access to global listed infrastructure.

Practitioners around the nation feel an interest charge of between 7 and 8 percentage points above the Reserve Bank of Australia (RBA) cash rate would be suitable to demonstrate a related-party loan had been conducted at arm’s length, according to a survey conducted by leading SMSF legal firm DBA Lawyers.

Accountants must be wary of the opportunity costs associated with acquiring an Australian financial services licence (AFSL) in assessing their course of action when the exemption regarding SMSF advice was abolished, according to the head of an accounting firm.

Rules governing the acquisition of assets from related parties are strict but there is a little flexibility stemming from various exceptions, according to an SMSF specialist auditor.